MBL Wealth’s HEICO Corp HEI Stock Holding History

MBL Wealth’s Portfolio HEI Stock Details HEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$623K	Sell	1,749 -7	-0.4%	-$2.13K	0.04%	180
2026 Q1	$481K	Sell	1,756 -61	-3%	-$19.6K	0.04%	206
2025 Q4	$588K	Buy	1,817 +45	+3%	+$14.2K	0.05%	165
2025 Q3	$572K	Buy	+1,772	New	+$564K	0.05%	142

Other funds holding HEI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MBL Wealth's HEI Position: Q2 2026 in Review

MBL Wealth reduced its HEICO Corp (HEI) stake by 0.4% in Q2 2026, selling an estimated $2.13K and leaving 1,749 shares worth $623K. The position accounts for 0.04% of the portfolio, ranked #180.

MBL Wealth first reported a position in HEI in Q3 2025 and has held it in 4 quarters since. 771 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

MBL Wealth held 1,749 shares of HEICO Corp worth $623K as of Q2 2026.
MBL Wealth sold 7 HEICO Corp shares in Q2 2026, an estimated $2.13K.
HEICO Corp made up 0.04% of MBL Wealth's portfolio in Q2 2026, its #180 holding.
MBL Wealth first reported a position in HEICO Corp in Q3 2025 and has held it in 4 quarters since.
771 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.